Research & Insights
Industry Insights
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by …
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by providing the capabilities
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as …
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as a result of several factors.
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries …
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries have a high power-to-weight ratio
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
Research Insights
THOUGHTS FROM THEMES
Palo Alto Networks: An Opportunity in Cybersecurity?
Cybersecurity is an area of technology that warrants investor attention today. Given the …
THOUGHTS FROM THEMES
Palo Alto Networks: An Opportunity in Cybersecurity?
Cybersecurity is an area of technology that warrants investor attention today. Given the rise of
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
Trump’s return to the White House has intensified European concerns. His pivot toward …
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
Trump’s return to the White House has intensified European concerns. His pivot toward Russia
THOUGHTS FROM THEMES
DeepSeek Upends Outlook for “AI as a Product”
On the 20th of January 2025 (a market holiday in the U.S.), China’s …
THOUGHTS FROM THEMES
DeepSeek Upends Outlook for “AI as a Product”
On the 20th of January 2025 (a market holiday in the U.S.), China’s Hangzhou DeepSeek Artificial
THOUGHTS FROM THEMES
S&P 500: From Market Leader to Underperformer
Concerns over global economic growth have re-emerged, rattling financial markets as weak U.S. …
THOUGHTS FROM THEMES
S&P 500: From Market Leader to Underperformer
Concerns over global economic growth have re-emerged, rattling financial markets as weak U.S. economic
